Answer Current RMS Quote and Invoice Questions on WhatsApp

Yes. AeroChat works directly with Current RMS. It finds the client in Current RMS, reads their quotations and invoices, and answers in the chat with the quote total and expiry date, or the invoice total, due date and whether it is paid.

This recipe answers the questions your office hears every week, “what was the total on that quote?” and “has our invoice been paid?”, without anyone opening Current RMS to look. Part of connecting Current RMS to WhatsApp and AI chat.

What happens today

A planner needs the quote total to get sign-off but cannot find the PDF. A client’s finance team wants to know whether last month’s invoice is marked as paid. Each question lands on WhatsApp, and someone in the office stops what they are doing, finds the client in Current RMS, opens the quotation or invoice and types the answer. After hours, the client waits until the next day.

The flow that works

AeroChat finds the client’s contact in Current RMS by company name or email.
It reads their quotations or invoices and asks which one they mean if there is more than one.
For a quote, it replies with the total including tax and the date the quote expires.
For an invoice, it replies with the invoice number, the total, the due date and whether it is issued or paid.
For disputes or changes, it hands the conversation to your team.

What it looks like on WhatsApp

Customer: Can you remind me of the total on our quote for the gala dinner? I need it approved. (example)

AeroChat: The quote for the gala dinner is 8,420 including tax. It is valid until 30 November.

Customer: And is the invoice for the October roadshow paid?

AeroChat: Invoice 0000398 for the October roadshow is issued and due on 20 November. It is not marked as paid yet.

In Current RMS: nothing changes. AeroChat read the quotation and the invoice after checking both belong to this client.

The recipe

Copy this into AeroChat

When a client asks about a quote or an invoice, follow these steps.

Ask for their company name and email if we do not have them, and search Current RMS contacts. If you cannot find them, hand the conversation to our office team.

For a quote, read the quotations for their contact. If there is more than one recent quotation, list them by name and dates and ask which one they mean. Reply with the total including tax and the date the quote expires. If it has expired, say so and offer to ask our team for an updated quote.

For an invoice, read the invoices for their contact. Reply with the invoice number, the total, the due date and whether it is issued or paid.

Check that every quotation and invoice belongs to the contact messaging before you share anything.

Never share another client’s quotes or invoices. For questions about why an amount is charged, discounts or disputes, hand the conversation to our accounts team. Reply in the customer’s language.

Change who gets each kind of handover before you paste it.

What to connect

Current RMS. An administrator goes to System Setup, then Integrations, then API, and creates an API key. Paste the key and your Current RMS subdomain in when AeroChat asks.
Your knowledge base. Add your payment terms and how clients can pay, so AeroChat can answer the questions that follow.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Current RMS, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Current RMS’s public documentation, the checklist asks you to check it once against the current docs.

Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.

Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.

What you still decide

Which quote and invoice details AeroChat shares.
How far back it looks for quotations and invoices.
Who gets the handover for disputes and changes.

The result to expect

Clients get quote totals, expiry dates and invoice status straight from Current RMS, at any hour. Your office stops looking up documents for every question, and quotes get approved sooner because the numbers are a message away.

Measure it with your own numbers: quote and invoice questions answered without a person, and the time from quote to confirmed order, for a month before and after.

Next: take rental quote requests from WhatsApp into Current RMS.

Works on every chat channel

This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Current RMS connection behind it. See what each channel does on the Current RMS integration page.

Answer your first quote question from chat

Paste the recipe, add your Current RMS key, and message your own number asking about one of your quotes.

Start your 7-day free trial. No credit card needed.

Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect Current RMS for you, free. See plans.